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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

ADAM holding history

Adamas Trust, Inc. in every 13F filed by Abound Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ADAM overviewAll 13F holders of ADAMFull Q2 2026 holdings

Shares (Q2 2026)
15
Value
$141
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of ADAM by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615$141<0.1%00.0%UnchangedHolders
Q1 202615$111<0.1%+15NewHolders